Ib Portfolio Action Report

This generates a markdown report of your Interactive Brokers positions with traffic light risk indicators, earnings dates, and technical analysis across all your accounts. It's built for when you need to see what's expiring soon, what's got earnings this week, and what needs attention right now. The script talks to your local TWS or IB Gateway, pulls position data, groups spreads together, and spits out structured JSON that gets formatted into a timestamped report saved to your sandbox. The multi-level urgency breakdown (expiring in 2 days, 1 week, 2 weeks) makes it easy to triage, and having technicals like RSI and MACD alongside earnings dates in one view beats jumping between IB's clunky interface and your broker's different tools.

GitHub stars: 248
last updated: Jun 11, 2026

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Install

$ npx -y skills add staskh/trading_skills --skill ib-portfolio-action-report --agent claude-code

Installs into .claude/skills of the current project.

Files

IB Portfolio Action Report

Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.

IB Connection

TWS or IB Gateway must be running locally with API enabled:

Paper trading — port 7497
Live trading — port 7496
IB_PORT env var — default port when --port is omitted (e.g. IB_PORT=4001 for a Gateway container). Precedence: --port flag > IB_PORT > built-in default. Set it in the shell or a .env file.

Port fallback: If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.